True North Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

True North Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$924K	Buy	10,697 +317	+3%	+$27.2K	0.09%	125
2026 Q1	$900K	Buy	10,380 +20	+0.2%	+$1.76K	0.1%	115
2025 Q4	$903K	Buy	10,360 +1,303	+14%	+$117K	0.12%	116
2025 Q3	$809K	Buy	+9,057	New	+$792K	0.13%	96
2021 Q4	–	Sell	-1,717	Closed	-$253K	–	219
2021 Q3	$247K	Hold	1,717	–	–	0.05%	207
2021 Q2	$247K	Buy	+1,717	New	+$240K	0.05%	199
2021 Q1	–	Sell	-1,686	Closed	-$244K	–	191
2020 Q4	$265K	Buy	+1,686	New	+$268K	0.07%	165

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True North Advisors's TLT Position: Q2 2026 in Review

True North Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 3.1% in Q2 2026, buying an estimated $27.2K and bringing the position to 10,697 shares worth $924K. The position accounts for 0.09% of the portfolio, ranked #125.

True North Advisors first reported a position in TLT in Q4 2020 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

True North Advisors held 10,697 shares of iShares 20+ Year Treasury Bond ETF worth $924K as of Q2 2026.
True North Advisors bought 317 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $27.2K.
iShares 20+ Year Treasury Bond ETF made up 0.09% of True North Advisors's portfolio in Q2 2026, its #125 holding.
True North Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2020 and has held it in 7 quarters since.
1,042 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.